DOSSIER · 13F-HR · Q2 2026

NewEdge Wealth, LLC

$10.0B in tracked AUM across 1,241 positions as of Q2 2026.

NW

CIK 0001861796 · last filed Jun 30, 2026

Total AUM

$10.0B

as of Q2 2026

Holdings

1,241

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

NewEdge Wealth, LLC reported $8.4B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in USFR, AAPL, MSFT. Notable moves this quarter: SU INCREASED (+$27.2M); AAPL INCREASED ($-19.6M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

$559M11.1M5.6%02

$403M1.4M4.0%03

NVIDIA CORPORATION

$319M1.6M3.2%04

$305M818K3.1%05

$304M850K3.0%06

$190M502K1.9%07

$176M583K1.8%08

STATE STR SPDR S&P 500 ETF T

$170M228K1.7%09

$164M688K1.6%10

JPMORGAN CHASE & CO

Filing history

$10.0B▲ 19.2%

1,241 positionsView →2026Q1Mar 31

1,128 positionsView →2025Q4Dec 31

1,193 positionsView →2025Q3Sep 30

1,020 positionsView →2025Q2Jun 30

964 positionsLocked 2025Q1Mar 31

933 positionsLocked 2024Q4Dec 31

918 positionsLocked 2024Q3Sep 30

872 positionsLocked 2024Q2Jun 30

759 positionsLocked 2024Q1Mar 31

808 positionsLocked 2023Q4Dec 31

737 positionsLocked 2023Q3Sep 30

648 positionsLocked

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